Investment Partners Asset Management, Inc.
CIK: 0001384416SEC EDGAR →
Portfolio Value
$160.6M
Holdings
159
As of
Q4 2025
New Positions
159
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 35,183 | $9.6M | 5.95% |
| 2 | MICROSOFT CORP | 12,524 | $6.1M | 3.77% |
| 3 | J P MORGAN EXCHANGE TRADED F | 104,990 | $6.0M | 3.74% |
| 4 | ALPHABET INC | 17,429 | $5.5M | 3.40% |
| 5 | GLOBAL X FDS | 234,301 | $5.2M | 3.24% |
| 6 | NVIDIA CORPORATION | 24,304 | $4.5M | 2.82% |
| 7 | NEOS ETF TRUST | 70,535 | $3.7M | 2.31% |
| 8 | PIMCO ETF TR | 134,465 | $3.6M | 2.23% |
| 9 | J P MORGAN EXCHANGE TRADED F | 54,324 | $3.2M | 1.97% |
| 10 | META PLATFORMS INC | 4,487 | $3.0M | 1.84% |
Quarterly Changes
New Positions (159)
$9.6M · 35K shares
$6.1M · 13K shares
$6.0M · 105K shares
$5.5M · 17K shares
$5.2M · 234K shares
$4.5M · 24K shares
$3.7M · 71K shares
$3.6M · 134K shares
$3.2M · 54K shares
$3.0M · 4K shares
$2.7M · 27K shares
$2.7M · 9K shares
$2.7M · 3K shares
$2.6M · 4K shares
$2.6M · 8K shares
$2.3M · 10K shares
$2.1M · 46K shares
$2.1M · 83K shares
$2.0M · 48K shares
$1.9M · 6K shares
$1.9M · 45K shares
$1.7M · 9K shares
$1.7M · 28K shares
$1.6M · 8K shares
$1.6M · 41K shares
$1.4M · 66K shares
$1.4M · 28K shares
$1.4M · 2K shares
$1.4M · 3K shares
$1.4M · 8K shares
$1.4M · 33K shares
$1.3M · 1K shares
$1.3M · 94K shares
$1.3M · 65K shares
$1.2M · 24K shares
$1.2M · 10K shares
$1.2M · 8K shares
$1.2M · 3K shares
$1.1M · 16K shares
$1.1M · 17K shares
$1.1M · 21K shares
$1.1M · 27K shares
$1.1M · 17K shares
$1.0M · 3K shares
$1.0M · 4K shares
$1.0M · 4K shares
$1.0M · 13K shares
$974K · 37K shares
$963K · 83K shares
$912K · 3K shares
$892K · 4K shares
$884K · 10K shares
$863K · 12K shares
$846K · 44K shares
$840K · 15K shares
$836K · 18K shares
$812K · 186K shares
$761K · 712 shares
$750K · 5K shares
$749K · 8K shares
$744K · 15K shares
$735K · 27K shares
$728K · 4K shares
$709K · 3K shares
$692K · 2K shares
$674K · 6K shares
$670K · 777 shares
$658K · 5K shares
$647K · 19K shares
$633K · 4K shares
$631K · 3K shares
$613K · 3K shares
$610K · 4K shares
$607K · 12K shares
$604K · 5K shares
$603K · 17K shares
$590K · 12K shares
$581K · 5K shares
$568K · 24K shares
$566K · 21K shares
$543K · 5K shares
$539K · 37K shares
$527K · 807 shares
$518K · 11K shares
$517K · 2K shares
$509K · 35K shares
$507K · 1K shares
$502K · 2K shares
$501K · 9K shares
$499K · 2K shares
$496K · 1K shares
$494K · 6K shares
$489K · 4K shares
$477K · 2K shares
$473K · 7K shares
$461K · 229 shares
$449K · 47K shares
$439K · 9K shares
$429K · 1K shares
$428K · 5K shares
$426K · 3K shares
$425K · 4K shares
$421K · 4K shares
$420K · 17K shares
$408K · 8K shares
$405K · 37K shares
$405K · 7K shares
$402K · 32K shares
$399K · 3K shares
$395K · 14K shares
$392K · 7K shares
$388K · 3K shares
$383K · 3K shares
$383K · 3K shares
$380K · 8K shares
$376K · 21K shares
$369K · 69 shares
$368K · 1K shares
$364K · 581 shares
$355K · 2K shares
$330K · 10K shares
$328K · 2K shares
$326K · 3K shares
$325K · 7K shares
$324K · 12K shares
$323K · 7K shares
$318K · 4K shares
$317K · 3K shares
$314K · 896 shares
$301K · 5K shares
$297K · 3K shares
$297K · 2K shares
$292K · 1K shares
$290K · 2K shares
$283K · 30K shares
$277K · 5K shares
$274K · 2K shares
$269K · 2K shares
$264K · 9K shares
$262K · 6K shares
$254K · 1K shares
$253K · 12K shares
$252K · 7K shares
$251K · 4K shares
$250K · 1K shares
$249K · 2K shares
$244K · 502 shares
$242K · 1K shares
$241K · 836 shares
$232K · 3K shares
$227K · 8K shares
$220K · 8K shares
$210K · 372 shares
$208K · 5K shares
$172K · 11K shares
$169K · 12K shares
$106K · 11K shares
$99K · 10K shares
$73K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $78.2M | 48.7% |
| Technology | 23 | $36.8M | 22.9% |
| Communication Services | 5 | $13.3M | 8.3% |
| Unknown | 15 | $9.4M | 5.9% |
| Healthcare | 10 | $6.2M | 3.9% |
| Utilities | 6 | $4.1M | 2.5% |
| Consumer Cyclical | 4 | $3.4M | 2.1% |
| Consumer Defensive | 5 | $3.2M | 2.0% |
| Energy | 5 | $2.4M | 1.5% |
| Industrials | 3 | $1.7M | 1.0% |
| Basic Materials | 2 | $1.4M | 0.9% |
| Real Estate | 1 | $402K | 0.3% |